Choctaw Professional Staffing Group ยท 3 hours ago
TAP Financial Counselor (Bliss FTST)
Fort Bliss, TX
Full-time
Onsite
New Grad, Entry LevelChoctaw Premier Services is dedicated to helping Service Members and their families achieve financial success during their transition to civilian life. The Financial Counselor role involves leading workshops, providing one-on-one counseling, and empowering clients to manage their finances effectively.
Health CareStaffing Agency
Responsibilities
Provide consistent transition services in response to approved mission requests from TSMs or Commanders
Support Service Members during mobilization, demobilization, and Yellow Ribbon events, including remote/deployed locations
Teams include Transition Counselors, Financial Counselors, and Administrative Specialists, positioned across TAP sites
Maintain valid passport, complete travel reports, and work flexible schedules (including evenings/weekends)
Collaborate with CIM and RM to fulfill mission tasks while following TAP training and PMO standards
Provide financial planning workshops to groups, approximately fifty (50) Soldiers and Family Members, encompassing topics such as budgeting, debt management, insurance, and investing
Coordinate classroom setup, materials, and logistics for each session
Offer personalized financial counseling to transitioning Soldiers and their families, enabling them to evaluate income, expenditures, and create actionable financial goals
Address complex financial issues such as relocation, asset allocation, retirement, and debt management, coordinating solutions with military and civilian agencies
Prepare monthly reports detailing financial planning activities, workshop attendance, and individual counseling sessions
Participate in workgroups and assist with Commanders reports, including notifying clients of eligibility and missed requirements for Veterans Opportunity to Work / Career Readiness Standards (VOW/CRS)
Complete mandatory government training and safeguard Personally Identifiable Information (PII)
Upload information into Integrated Personnel Electronic Records Management System (iPERMS) and participate in marketing activities and events as directed by the Contract Installation Manager (CIM.)
Qualification
Required
Bachelor's degree from an accredited university in accounting, finance, or related field
A combination of education and experience amounting to 1,000 hours of experience in financial counseling
Must possess and maintain a nationally recognized and accredited Financial Counselor Certification in accordance with DoDI 1342.22
Proven experience in financial counseling, with the ability to manage client caseloads and conduct both group workshops and one-on-one sessions, either face-to-face or virtually
Ability to generate training materials, coordinate workshops, and manage classroom setup, including audio-visual requirements
Strong problem-solving skills, with the ability to assist clients in managing complex financial issues such as relocation, retirement, and debt
Excellent organizational skills and ability to manage multiple tasks simultaneously
Ability to maintain confidentiality and adhere to security protocols regarding PII
Maintain valid passport, complete travel reports, and work flexible schedules (including evenings/weekends)
Company
Choctaw Professional Staffing Group
Choctaw Staffing Solutions (CSS) is a Small Business Administration (SBA) certified Tribal 8(a) company that is one of several companies wholly owned and operated by the Choctaw Nation of Oklahoma (CNO), the third largest Native American Indian Tribe in the United States.
Founded in 1997
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase